US Bancorp
USB
1,710 hedge funds and large institutions have $52.7B invested in US Bancorp in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 514 increasing their positions, 758 reducing their positions, and 85 closing their positions.
188% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 85
54% more funds holding in top 10
Funds holding in top 10: 26 → 40 (+14)
31% more capital invested
Capital invested by funds: $40.3B → $52.7B (+$12.3B)
9% more funds holding
Funds holding: 1,571 → 1,710 (+139)
1.43% less ownership
Funds ownership: 79.51% → 78.09% (-1.4%)
25% less call options, than puts
Call options by funds: $413M | Put options by funds: $548M
32% less repeat investments, than reductions
Existing positions increased: 514 | Existing positions reduced: 758
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$356M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$350M |
| 3 |
JP Morgan Chase
New York
|
+$290M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$131M |
| 5 |
Amundi
Paris,
France
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$293M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$254M |
| 3 |
BlackRock
New York
|
-$187M |
| 4 |
Morgan Stanley
New York
|
-$140M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$120M |
USB Hedge Fund Activity: Q4 2023 in Review
1,710 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2023, worth a combined $52.7B — up 31% from $40.3B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new USB positions and 85 closed out — a net gain of 160 holders — while 514 added to existing stakes and 758 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $356M. The largest seller was T. Rowe Price Associates, cutting an estimated $293M.
- 1,710 institutional investors held US Bancorp (USB) as of Q4 2023, up from 1,571 in Q3 2023.
- Funds reported $52.7B of US Bancorp stock for Q4 2023, up 31% quarter-over-quarter.
- 245 funds opened new US Bancorp positions in Q4 2023 and 85 closed out, a net change of +160 holders.
- The largest US Bancorp buyer in Q4 2023 was Fidelity Investments, an estimated $356M added.
- The largest US Bancorp seller in Q4 2023 was T. Rowe Price Associates, an estimated $293M sold.
Based on aggregated 13F filings for Q4 2023.